Customer work, connected.

Help & supportMyAccount
Pixie CRM
Try Pixie for a 14-day free trial

Platform

Make the right work easier to find.

People should not have to search through unrelated options to find their daily work. Pixie CRM Menu Builder lets navigation reflect the organisation's priorities. A considered menu helps new colleagues orient themselves and gives established teams a more direct route to the records and actions they use.

Discuss your requirements
Menu Builder · an example workflow
01Customer context02Team action03Result checked
  1. 01Customer context
  2. 02Team action
  3. 03Result checked

Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.

Organise around tasks, not internal history

Group destinations in language the team recognises, such as customers, sales, delivery and support. Put frequent actions where they are easy to find and avoid several labels for the same page. Custom destinations should have a clear purpose and a valid route. Before changing a familiar menu, ask which journeys users rely on and check whether training material or saved instructions refer to the existing labels.

Keep visibility and access aligned

Role-aware navigation can reduce clutter, but hiding a link does not secure the destination. Test the underlying permissions separately, including what happens when a user follows a saved direct link. A module that is not available should not leave a confusing or broken menu option behind. Review the layout on smaller screens and with keyboard navigation so a streamlined menu remains usable across different devices and working styles.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can different roles see different navigation?

Role-aware visibility is part of the Menu Builder capability. Agree the groups and destinations each role needs, then check them against the actual permissions.

Can we add links to an external service?

Custom destinations can be scoped for your setup. Use a clear label, confirm the destination and avoid placing sensitive information in the link. External access and permissions remain separate from the CRM menu.

Continue exploring

Connect the next part of the work.

Security & Control

Staff, Roles & Permissions

Plan staff roles, record visibility and administrative permissions in Pixie CRM. Keep access understandable as teams and responsibilities change.

Explore Staff, Roles & PermissionsPlatform

Theme & Brand Manager

Configure Pixie CRM logos, colours and branded documents. Review the portal and email experience together for consistent customer-facing identity.

Explore Theme & Brand ManagerPlatform

Custom Fields

Adapt Pixie CRM records with purposeful custom fields. Keep labels, validation and reporting consistent as your customer information grows.

Explore Custom Fields

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

Discuss your requirementsAlready a customer? Open MyAccount

Verify your email. Send your enquiry.
Keep your ticket reference.

Put it into practice with Pixie CRM

Explore the tasks behind Menu Builder. Check the guide against your enabled modules and role, then confirm the result in your workspace.

Find modules, practical guidance and support.

Press Esc to close.Browse every page